Post job

Explore jobs

Find specific jobs

Explore careers

Explore professions

Best companies

Explore companies

OverviewJobs

Skills

EducationDemographicsJob DescriptionHow To HireBest CompaniesJob OutlookCompareEntry Level jobs
zippia ai icon

Automatically apply for jobs with Zippia

Upload your resume to get started.

Personal service representative skills for your resume and career

Updated January 8, 2025
5 min read
Below we've compiled a list of the most critical personal service representative skills. We ranked the top skills for personal service representatives based on the percentage of resumes they appeared on. For example, 45.1% of personal service representative resumes contained financial transactions as a skill. Continue reading to find out what skills a personal service representative needs to be successful in the workplace.

15 personal service representative skills for your resume and career

1. Financial Transactions

The type of agreement held between two parties (buyer and seller) regarding an exchange of funds for an asset, is termed as a financial transaction. The financial transaction is the exchange of products, services, cash or credit, information, and other things of value among two separate entities for a common goal.

Here's how personal service representatives use financial transactions:
  • Recorded financial transactions, Updated customers financial profiles, and checked on personal and business financial records to ensure accuracy.
  • Obtain information and perform transactions; including financial and non-financial transactions, establishing/updating accounts, loan applications and ordering products.

2. Quality Customer Service

Here's how personal service representatives use quality customer service:
  • Provide high quality customer service and support by assisting customers with account discrepancies resolution.
  • Provide quality customer service when interacting with patients and customers.

3. Support Services

Support services are services that support the organization internally and are usually non-revenue generating. Examples include, IT, admin, HR, etc.

Here's how personal service representatives use support services:
  • Reviewed MIS reports periodically to ensure participation as well as justification of support services.
  • Process support services, provided job referrals, deliver presentations and orientations as assigned.

4. Community Resources

Community resources are a set of resources that are used in the day to day life of people which improves their lifestyle in some way. People, sites or houses, and population assistance can come under the services offered by community resources.

Here's how personal service representatives use community resources:
  • Prepared reports, maintained, and developed links to community resources to positively impact customer needs.
  • Identified & interacted with community resources that benefit both the Medical Center and hospitalized veterans.

5. ACH

Automated Clearing House, ACH is a computerized electronic network to process, coordinate and manage transactions (credit and debit) and automated money transfers between banks and other financial institutions without the use of paper checks, electronic transfers, credit cards, or cash networks. The ACH network is regulated by the federal government and managed by the National Automated Clearing House Association (NACHA).

Here's how personal service representatives use ach:
  • Provided ACH Exception reporting notification to interdepartmental units.
  • Communicate and explain current account settlement instructions for sweeps, periodic investments, systematic withdrawal, dividend reinvestment, and ACH.

6. Workforce Solutions

Here's how personal service representatives use workforce solutions:
  • Documented and verified eligibility for all funding streams that were utilized by Workforce Solutions.
  • Assisted with job placement and facilitated job development for customers of Workforce Solutions.

Choose from 10+ customizable personal service representative resume templates

Build a professional personal service representative resume in minutes. Our AI resume writing assistant will guide you through every step of the process, and you can choose from 10+ resume templates to create your personal service representative resume.

7. Financial Aid

Financial aid refers to cash released to an educational institution to help a student pay the school fee. The issuance of financial aid, whether scholarships, grants, or loans, aims to make access to education affordable to all students irrespective of their backgrounds.

Here's how personal service representatives use financial aid:
  • Collected and reviewed financial aid application to determine completeness and eligibility for financial aid.
  • Mailed out information to qualified financial aid candidates and information regarding eligibility.

8. Credit Card

A type of card issued by banks and other financial institutions, that enable users to manage and borrow their finances is called a credit card. The funds borrowed from a financial institution through a credit card are meant to be paid back along with certain amounts of interest imposed by the bank.

Here's how personal service representatives use credit card:
  • Supervised a team 25 bilingual personal service representatives and delivered customer service phone support for bilingual credit card customers.
  • Responded to telephone inquiries regarding credit card and deposit accounts while seeking to maximize customer satisfaction.

9. Inbound Calls

Here's how personal service representatives use inbound calls:
  • Handled inbound calls from customers who had questions, and issues while maintaining elite performances.
  • Processed policy endorsements and responded to customer inquiries via inbound calls and faxed requests.

10. Outbound Calls

An outbound call is made by the call center representative to the customers on behalf of the company. Such calls help increase sales and generate revenue for the organization.

Here's how personal service representatives use outbound calls:
  • Provided licensed customer support to policyholders, independent agents and brokers via inbound/outbound calls and emails.
  • Update member's demographic information, perform teller duties as needed, and maintain all records for outbound calls.

11. Telephone Calls

Telephone calls are a communication means through which a caller is connected to the called party. The call is done through a telecommunications device called a telephone. The caller can use a landline, mobile phone, or satellite phone to make the call.

Here's how personal service representatives use telephone calls:
  • Conduct personal visits and/or telephone calls to local employers to encourage program participation and hiring of participants.
  • Received/placed telephone calls regarding customer banking questions or inquiries.

12. Customer Inquiries

Here's how personal service representatives use customer inquiries:
  • Responded to and resolved escalating customer inquiries and problems efficiently and professionally.
  • Resolved customer inquiries and requests via telephone and/or correspondence.

13. Bank Products

Those products which a bank offers to its customers are called bank products. There a variety of services that a bank offers to attract customers. Some of the banking products/ services are: giving loans, overdrafts, check payments, exchange of foreign currency, consultancy services credit, debit and ATM cards, home and online banking.

Here's how personal service representatives use bank products:
  • Cross sold and/or referred bank products and services to specific customers through needs identification, maximizing profitable relationship.
  • Assess customer needs, suggest and promote other helpful bank products and services and refer to appropriate area.

14. MIS

Here's how personal service representatives use mis:
  • Reduced data entry errors by twenty percent which increased timeliness of contract required MIS reports.
  • Reported the customers' progress and outcomes in appropriate MIS systems.

15. Patient Appointments

Here's how personal service representatives use patient appointments:
  • Facilitated efficient scheduling of patient appointments, tests and consultations.
  • Work as a member of a team to schedule and confirm patient appointments.
top-skills

What skills help Personal Service Representatives find jobs?

Tell us what job you are looking for, we’ll show you what skills employers want.

List of personal service representative skills to add to your resume

Personal service representative skills

The most important skills for a personal service representative resume and required skills for a personal service representative to have include:

  • Financial Transactions
  • Quality Customer Service
  • Support Services
  • Community Resources
  • ACH
  • Workforce Solutions
  • Financial Aid
  • Credit Card
  • Inbound Calls
  • Outbound Calls
  • Telephone Calls
  • Customer Inquiries
  • Bank Products
  • MIS
  • Patient Appointments
  • Insurance Verification
  • Account Maintenance
  • Customer Accounts
  • Loan Applications
  • Customer Calls
  • TANF
  • Loan Payments
  • ATM
  • Windows
  • Customer Issues
  • Troubleshoot
  • Account Inquiries
  • Savings Accounts
  • HIPAA
  • Customer Service
  • Customer Complaints
  • Billing Issues
  • PowerPoint
  • Debit Cards
  • Policy Holders
  • Financial Products
  • Problem Resolution
  • Address Changes
  • Policy Changes
  • QuickBooks
  • HMO
  • Federal Regulations
  • Upselling
  • Account Issues
  • Investment ACT
  • WIA

Updated January 8, 2025

Zippia Research Team
Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Updated January 8, 2025

Browse office and administrative jobs